See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,243 | $50,958+35.9% | $74,550-7.1% | $64,186+7.9% |
| Participation rate | 52.7% | 61.1%-8.3pp | 69.1%-16.4pp | 69.6%-16.8pp |
| Annual return | -4.90% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,535 | $1,115+37.6% | $1,961-21.7% | $2,381-35.5% |
| Participant deferral / active EE | $4,128 | $2,301+79.3% | $3,108+32.8% | $3,470+19.0% |
| Admin fee / account holder | $2,404 | $4,223-43.1% | $5,060-52.5% | $4,888-50.8% |